CAISfunds
People Moves: Exegy, Luma, Capco, CAIS and more
A look at some of the key "people moves" from this week, including Julian Elliot (pictured), who joins Integral as senior product officer.
People Moves: SSGA, GLMX, AcadiaSoft, CAIS, DriveWealth
A look at some of the key "people moves" from the week of Sept. 9 to Sept. 13.
CAIS Integrates with Tamarac's Portfolio, Client Management Platform
Tamarac is a part of RIA platform provider Envestnet.
Access to Equity Syndication, Hedge Fund Allocation Drives Two-Sided Growth at US Capital Advisors
Boutique broker-dealers often grow out of teams leaving larger wirehouses, just as David King's did at UBS on the way to co-founding Houston-based US Capital Advisors (USCA). But like proprietary trading desks spinning off, these firms often discover new…